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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-01-23 |
Branch Locations
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
869 East 33Rd Street, Edmond, OK 73013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M.M. Life Ins Co | Springfield | MA | 05/1983 | 01/2024 |
| Mml Investors Services, Inc. | Oklahoma City | OK | 02/1986 | 01/2024 |
| Ifp Securities, Llc | Tampa | FL | 02/2024 | Present |
| Independent Financial Partners | Tampa | FL | 02/2024 | Present |
(1) Lifemore Financial Group - investment related - 869 East 33rd Street Edmond, OK 73013 - DBA - Financial Advisor - Financial Advisor - 05/25/2019 - 160 ours/month - 160 hours/month during trading hours - helps clients manage their finances by providing guidance on investments, retirement planning, budgeting, risk management, and overall wealth strategy.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-21 |
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